Email Exchange History

In MYOB Acumatica, all emails that pass through the system are stored in the database unless you permanently delete them by using the Delete button on the toolbar of the Email Activity (CR306015) form. The system tracks email history, and this history can be used for automatic processing of incoming emails.

Exchange of emails between an employee of your company and a lead or customer contact may unfold in many different ways. Employees can start communication by sending emails from their work and non-work email accounts, or they can reply to lead or customer emails that were received and processed by the system. Once an email in the chain passes through the system, the system starts tracking the exchange and will use pertinent information when processing incoming emails. For example, the system will forward a case-related incoming email from a particular customer to the case owner.